Latest Institutional Transactions on Salesforce, Inc. (CRM)
This table provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
137+ 0.42% |
$32.7K - $37.9K
|
33K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.9K+ 40.36% |
$4.04M - $4.69M
|
58.9K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
282+ 19.69% |
$67.2K - $78K
|
1.71K
$533K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.13KNew |
$270K - $313K
|
1.13K
$352K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
19+ 2.28% |
$4.53K - $5.25K
|
852
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-966- 1.8% |
$230K - $267K
|
52.8K
$16.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.27K- 7.03% |
$1.02M - $1.18M
|
56.4K
$17.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-961- 17.08% |
$229K - $266K
|
4.67K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-57- 5.65% |
$13.6K - $15.8K
|
952
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
113+ 1.46% |
$26.9K - $31.2K
|
7.87K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.96K+ 8.89% |
$468K - $543K
|
24K
$7.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.05% |
$238 - $277
|
1.9K
$590K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
21.7K+ 971.74% |
$5.17M - $6M
|
23.9K
$7.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-41- 2.73% |
$9.78K - $11.3K
|
1.46K
$454K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
SELL
|
- |
-13K- 79.38% |
$3.1M - $3.6M
|
3.38K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
902+ 34.17% |
$215K - $249K
|
3.54K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1- 0.05% |
$238 - $277
|
2.09K
$650K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
63+ 3.28% |
$15K - $17.4K
|
1.99K
$617K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.09KNew |
$259K - $300K
|
1.09K
$337K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
151+ 2.33% |
$36K - $41.8K
|
6.64K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
51+ 1.21% |
$12.2K - $14.1K
|
4.27K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-1.05K- 16.37% |
$250K - $290K
|
5.36K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-15- 1.57% |
$3.58K - $4.15K
|
941
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-815- 32.2% |
$194K - $225K
|
1.72K
$533K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-2.57K- 54.87% |
$613K - $712K
|
2.12K
$658K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.07K- 4.01% |
$256K - $297K
|
25.7K
$7.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
105+ 2.25% |
$25K - $29K
|
4.78K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
754New |
$180K - $209K
|
754
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-23.5K- 84.83% |
$5.6M - $6.5M
|
4.2K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.38KNew |
$1.52M - $1.76M
|
6.38K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
25+ 0.58% |
$5.96K - $6.91K
|
4.33K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
923+ 18.53% |
$220K - $255K
|
5.9K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-8- 0.1% |
$1.91K - $2.21K
|
7.71K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2K+ 111.31% |
$476K - $553K
|
3.79K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
283+ 1.55% |
$67.5K - $78.3K
|
18.5K
$5.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-79.2K- 4.77% |
$18.9M - $21.9M
|
1.58M
$492M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.9K+ 3.37% |
$452K - $525K
|
58.2K
$18.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
814New |
$194K - $225K
|
814
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-72- 0.5% |
$17.2K - $19.9K
|
14.3K
$4.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
241+ 1.55% |
$57.5K - $66.6K
|
15.8K
$4.92M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$1.19K - $1.38K
|
10.1K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
248+ 1.65% |
$59.1K - $68.6K
|
15.3K
$4.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
76+ 1.85% |
$18.1K - $21K
|
4.18K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
748New |
$178K - $207K
|
748
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
341+ 4.75% |
$81.3K - $94.3K
|
7.52K
$2.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
375+ 0.3% |
$89.4K - $104K
|
127K
$39.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1+ 0.12% |
$238 - $277
|
816
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
81+ 1.02% |
$19.3K - $22.4K
|
8.02K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-509- 8.46% |
$121K - $141K
|
5.51K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
5+ 26.32% |
$1.19K - $1.38K
|
24
$7.46K
|